After an accomplished career in financial services marketing, Kristin founded VitaVie Financial Planning, a fee-only financial planning firm focused on the needs of expectant parents and growing families in the San Francisco Bay Area.
Eschewing the tedious and traditional marketing methods most independent financial professionals rely on to build their client base, Kristin has leveraged her marketing experience and expertise to grow her practice rapidly without making a single cold call or holding even one brown bag lunch. As a practice that is just three years old with very limited (but highly targeted) marketing expenditures, VitaVie receives inbound inquiries from prospective new clients on a daily basis. The firm recently added its third financial planner to handle its rapidly increasing client load.
Prior to founding VitaVie Financial Planning, Kristin excelled in strategic marketing positions with The Chase Manhattan Bank and Charles Schwab & Co., Inc. A talented advertising agency executive with Grey Direct and Carlson Marketing Group, she also managed multi-million dollar marketing initiatives for Chase and Visa. During her 14-year marketing career, Kristin also served as an executive with online marketer MyPoints.com, where she created and managed customer retention and loyalty programs for that company's 4 million users.
Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. She completed her Personal Financial Planning coursework at UC Berkeley and earned her Bachelors of Science in Economics from The Wharton School at the University of Pennsylvania. Kristin trained in personal coaching at The Coaches Training Institute and incorporates coaching into her practice to better help her clients more effectively identify and achieve their goals. She also offers high impact marketing coaching for financial planners. An established expert on the financial issues that growing families face, she frequently appears on television, in national magazines and on prominent Web sites.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.